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Investing fundamentals: A shift in winds
“A fundamental shift to a weaker dollar creates opportunities both here and abroad.”
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Financial literacy test – The answers
Test your financial literacy See how you did answering questions in this financial literacy test devised by researchers at George Washington University and the University of Pennsylvania. The correct answers are in bold. 1. Suppose you had $100 in a savings account and the interest rate was 2% per year. After 5 years, how much…
Retirement: Thinking about spending
Although retirement is the most expensive purchase we’ll ever make, only 34% of workers have estimated their retirement expenses.
For What It’s Worth: Rule of Thumb
A rule of thumb is a handy standard that broadly can apply to a situation without bothering with the details.
Rebalancing: More investing, less emotion
A balanced portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance.
Putting housing in its place
By Joel Dresang Think of your home as your castle, not your bank. […]
When Should I …rebalance my portfolio?
Consider rebalancing whenever your asset allocations stray significantly from your long-term strategy.